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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,213 | $85,790-47.3% | $67,313-32.8% | $135,382-66.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -7.14% | -0.54%-6.6pp | -4.08%-3.1pp | 519.77%-526.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,041 | $4,651-77.6% | $3,568-70.8% | $5,609-81.4% |
| Admin fee / account holder | $151 | $6,392-97.6% | $4,507-96.6% | $10,829-98.6% |